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Personal finance software

Hi,
I'd be really grateful for any advice on which is the best personal finance software program to use. I've looked at several but they don't have a feature I want -- I really want to be able to do create a line or bar graph to show my spending by category.
It would also be great if I could make entries via my iphone too.
Thank you in advance for any advice!
mbe
«134

Comments

  • You could try Microsoft Money or YNAB, which other folks on here speak highly of.

    I use my own Excel spreadsheet on my laptop and Financisco on my Galaxy mobile for recording day-to-day spending.

    Hope this helps :)
    DFW'er - Lightbulb moment : 31st July 2009 - £18,499
    28th October 2019 -
    £13,505 - 27% paid off.
    Demolishing my House of Debt.. one brick at a time!! :)
    Thinking of spending???..YNAB says "NO!!!!"


  • mbe
    mbe Posts: 9 Forumite
    You could try Microsoft Money or YNAB, which other folks on here speak highly of.

    I use my own Excel spreadsheet on my laptop and Financisco on my Galaxy mobile for recording day-to-day spending.

    Hope this helps :)

    Thank you for taking the time to reply - I do appreciate it.
    I should have said that I use a Mac so Microsoft Money doesn't work. I tried YNAB and thought it was ok but it doesn't do the kind of graphs I want --sorry to be so fussy!
    I used to use Home Accountz and the old version (not the new one which I thought was really user UNfriendly) allowed you to chart your spending by category over any given date period. I found it really useful. YNAB doesn't allow you to do that and I have been wading through products trying to get one that does - haven't found one yet!
    mbe
  • TheTracker
    TheTracker Posts: 1,223 Forumite
    1,000 Posts Combo Breaker
    Is moneywiz too basic for you? Runs on Mac, iPhone, iPad.
  • mbe
    mbe Posts: 9 Forumite
    TheTracker wrote: »
    Is moneywiz too basic for you? Runs on Mac, iPhone, iPad.

    Hi - will have a look at it...thank you!
  • mbe
    mbe Posts: 9 Forumite
    mbe wrote: »
    Hi - will have a look at it...thank you!

    Hi, had a look at Moneywiz and liked it....but it doesn't do a trend line graph for categories over time either...
    I wonder if anything does?!
    Is it just me that likes to look at trends in my spending by category? I find it really helps me to control my spending.
    mbe
  • Hetty17
    Hetty17 Posts: 38 Forumite
    Part of the Furniture 10 Posts Combo Breaker
    Take a look at Account Tracker (iPhone/iPad, developed by Graham Haley).
    Caveat: I haven't used it myself, but his Meter Readings app is very good.
  • TheTracker
    TheTracker Posts: 1,223 Forumite
    1,000 Posts Combo Breaker
    edited 22 November 2014 at 6:46PM
    mbe wrote: »
    Hi, had a look at Moneywiz and liked it....but it doesn't do a trend line graph for categories over time either...
    I wonder if anything does?!
    Is it just me that likes to look at trends in my spending by category? I find it really helps me to control my spending.
    mbe

    I think you use Budgets for this (screenshot). Each year I tend to look at categories I've spent this year versus last. Not to control my spending in any daily sense, but to make general decisions (eat out less; lunch at work is expense; not worth paying for cable). I don't use Budgets but I think they are for regular watchers of spend.
  • I'm a Mac user too- have a look at Accountz
  • mbe
    mbe Posts: 9 Forumite
    I'm a Mac user too- have a look at Accountz

    I did - sorry but I hated it! Found it really horrible to use which is a shame as I had an old version for years and thought it was really good but I just don't like the new version.
  • Bunker
    Bunker Posts: 28 Forumite
    Have you looked at Moneydance??
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